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State Street SPDR S&P MIDCAP 400 ETF Trust

857 hedge funds and large institutions have $10.9B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2019 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 253 increasing their positions, 338 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $357M | Put options by funds: $218M

39% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 59

11% more capital invested

Capital invested by funds: $9.84B → $10.9B (+$1.07B)

1% more funds holding

Funds holding: 846857 (+11)

3.82% less ownership

Funds ownership: 59.39%55.57% (-3.8%)

5% less funds holding in top 10

Funds holding in top 10: 10398 (-5)

25% less repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 338

Holders
857
Holders Change
+11
Holders Change %
+1.3%
% of All Funds
18.55%
Holding in Top 10
98
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-4.85%
% of All Funds
2.12%
New
82
Increased
253
Reduced
338
Closed
59
Calls
$357M
Puts
$218M
Net Calls
+$138M
Net Calls Change
-$74M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$5.67M -$3.47M -10,318 -39%
CBT
202
Central Bank & Trust
Kentucky
$5.44M -$1.62M -4,812 -23%
PFPT
203
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.39M +$414K +1,231 +9%
TVWM
204
Tower View Wealth Management
Wisconsin
$5.38M +$560K +1,666 +12%
PAM
205
Peak Asset Management
Colorado
$5.34M -$113K -336 -2%
AC
206
Alexandria Capital
Virginia
$5.28M -$3.36K -10 -0.1%
BOTW
207
Bank of the West
California
$5.16M +$224K +665 +5%
RJT
208
Raymond James Trust
Florida
$5.15M -$316K -940 -6%
MFW
209
Meristem Family Wealth
Minnesota
$5.15M -$106K -315 -2%
TNBTD
210
Trustmark National Bank Trust Department
Mississippi
$5.15M +$132K +393 +3%
WJA
211
Williams Jones & Associates
New York
$5.12M -$64.6K -192 -1%
ABC
212
Associated Banc-Corp
Wisconsin
$5.1M -$80.4K -239 -2%
FCBT
213
First Citizens Bank & Trust
North Carolina
$5.1M -$2.13M -6,333 -30%
UCFA
214
United Capital Financial Advisors
Texas
$5.05M -$241K -715 -5%
Cerity Partners
215
Cerity Partners
New York
$5.03M -$1.78M -5,286 -27%
ATFA
216
All Terrain Financial Advisors
Minnesota
$5.02M +$5.38K +16 +0.1%
DPI
217
Diversified Portfolios Inc
Michigan
$5.01M -$84.4K -251 -2%
HIS
218
Harvest Investment Services
Illinois
$5M +$483K +1,435 +11%
LNC
219
Lincoln National Corp
Pennsylvania
$4.97M +$119K +354 +3%
RTS
220
Round Table Services
New Jersey
$4.96M +$91.8K +273 +2%
RCS
221
Retirement Capital Strategies
California
$4.93M -$909K -2,701 -16%
PC
222
Premise Capital
Illinois
$4.93M +$2.82M +8,384 +142%
WPW
223
Waldron Private Wealth
Pennsylvania
$4.93M +$361K +1,074 +8%
Legal & General Group
224
Legal & General Group
United Kingdom
$4.91M
FAAS
225
First Allied Advisory Services
California
$4.84M +$363K +1,079 +8%

MDY Hedge Fund Activity: Q1 2019 in Review

857 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q1 2019, worth a combined $10.9B — up 11% from $9.84B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MDY positions and 59 closed out — a net gain of 23 holders — while 253 added to existing stakes and 338 trimmed.

The largest buyer was Citigroup, adding an estimated $133M. The largest seller was Susquehanna International Group, cutting an estimated $89.8M.

  • 857 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q1 2019, up from 846 in Q4 2018.
  • Funds reported $10.9B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q1 2019, up 11% quarter-over-quarter.
  • 82 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q1 2019 and 59 closed out, a net change of +23 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q1 2019 was Citigroup, an estimated $133M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q1 2019 was Susquehanna International Group, an estimated $89.8M sold.

Based on aggregated 13F filings for Q1 2019.